Entry-Level Client Associate Contract (Wealth Management)

Description

Entry-Level Client Associate Contract (Wealth Management)

Location: Chicago, IL (Downtown; Located in a historic building in the Loop)

Pay Range: Hourly Rate-$25 - $32/hour (This is equivalent to an annualized salary of $50,000 – $65,000 base ; commensurate with experience)

Position: On-Site, Mon-Fri

Anticipated Start Date – Immediate, ideally within the next few weeks.

• Important - This is a 3 or 4-month contract role with the intention of evaluating long-term fit, with the potential to convert to a full-time position based on performance and team needs.
  
  
  

Position Overview - We are seeking a highly motivated, detail-oriented Client Associate to support a growing wealth management team serving high-net-worth clients on a temporary contract basis for the summer. This role is expected to run for approximately 3 to 4 months, with a formal review at the conclusion of the assignment to assess ongoing business needs and potential for extension or transition into a full-time opportunity.

This individual will play a critical role in delivering a seamless client experience and supporting advisors with day-to-day operations. The position offers valuable, hands-on exposure to financial planning, investment operations, and client relationship management within a fast-paced, team-oriented environment.

While initially structured as a short-term engagement, this role provides strong visibility into a long-term career path within wealth management, including potential progression into client service, paraplanning, or advisory roles depending on performance and firm needs.

Your Role & Responsibilities

• Client Service & Relationship Support
• Serve as a primary point of contact for client service requests (account maintenance, transfers, distributions, onboarding) o Deliver a high-touch, white-glove experience aligned with HNW/UHNW client expectations o Manage inbound client communications and proactively follow up on outstanding requests o Prepare and coordinate client meeting materials, including performance reports and presentations
• Operations & Account Management
• Open and maintain brokerage and advisory accounts (custodians such as Fidelity, Schwab, Fidelity)
• Process money movements, ACAT transfers, beneficiary updates, and required documentation
• Ensure accuracy and compliance across all client records and transactions
• Coordinate with custodians and internal operations teams to resolve issues efficiently
• Advisor & Team Support
• Support advisors in preparing for client meetings, including data gathering and analysis
• Maintain CRM (e.g., Salesforce, Redtail, Wealthbox) with accurate client notes and activities
• Assist in workflow management, pipeline tracking, and task prioritization
• Partner with senior team members on special projects and process improvements
• Growth & Development
• Participate in training toward industry licensing (SIE, Series 7, Series 66 – if applicable)
• Build foundational knowledge of financial planning, investments, and client service best practices
• Progress toward more client-facing responsibilities over time
  
  
  

Requirements

What We’re Looking For (Required)

• 0–2 years of experience in financial services, banking, customer service, or operations
• Strong attention to detail and organizational skills
• Excellent communication and interpersonal skills
• High level of professionalism and discretion
• Preferred
• Internship or exposure to wealth management, RIAs, or brokerage environments o Bachelor’s degree (Finance, Business, Economics preferred but not required) o Familiarity with CRM systems or financial platforms o Interest in pursuing securities licenses (SIE, Series 7/66)
  
  
  

Success Profile

• Highly responsive and reliable with client requests
• Strong attention to detail with minimal errors
• Proactive mindset (anticipates advisor and client needs)
• Coachable and eager to grow into expanded responsibilities
• Comfortable operating in a fast-paced, team-oriented environment